Search icon

Circle of Wealth Fund III LLC

Company Details

Name: Circle of Wealth Fund III LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 26 Nov 2018 (6 years ago)
Financial Date End: 30 Nov 2025
Entity Number: 3353122
Place of Formation: IDAHO
File Number: 644830
ZIP code: 83814
County: Kootenai County
Principal Address: SECURED INVESTMENT CORP FL 2 701 E FRONT AVE COEUR D'ALENE, ID 83814
Mailing Address: SECURED INVESTMENT CORP FL 2 701 E FRONT AVE COEUR D ALENE, ID 83814-4913

Central Index Key

CIK number Mailing Address Business Address Phone
1762825 701 E. FRONT AVENUE, FLOOR 2, COEUR D'ALENE, ID, 83814 701 E. FRONT AVENUE, FLOOR 2, COEUR D'ALENE, ID, 83814 800-971-5988

Filings since 2024-09-30

Form type 1-SA
File number 24R-00324
Filing date 2024-09-30
Reporting date 2024-06-30
File View File

Filings since 2024-08-22

Form type 1-A
File number 024-12492
Filing date 2024-08-22
File View File

Filings since 2024-04-29

Form type 1-K
File number 24R-00324
Filing date 2024-04-29
Reporting date 2023-12-31
File View File

Filings since 2023-10-02

Form type 1-SA
File number 24R-00324
Filing date 2023-10-02
Reporting date 2023-06-30
File View File

Filings since 2023-09-08

Form type 1-A-W
File number 024-10948
Filing date 2023-09-08
File View File

Filings since 2023-09-07

Form type AW
File number 024-10948
Filing date 2023-09-07
File View File

Filings since 2023-08-23

Form type 1-A POS
File number 024-10948
Filing date 2023-08-23
File View File

Filings since 2023-05-03

Form type 1-K
File number 24R-00324
Filing date 2023-05-03
Reporting date 2022-12-31
File View File

Filings since 2022-10-04

Form type 1-SA
File number 24R-00324
Filing date 2022-10-04
Reporting date 2022-06-30
File View File

Filings since 2022-05-04

Form type 1-K
File number 24R-00324
Filing date 2022-05-04
Reporting date 2021-12-31
File View File

Filings since 2021-09-30

Form type 1-SA
File number 24R-00324
Filing date 2021-09-30
Reporting date 2021-06-30
File View File

Filings since 2021-03-31

Form type 1-K
File number 24R-00324
Filing date 2021-03-31
Reporting date 2020-12-31
File View File

Filings since 2020-09-28

Form type 1-SA
File number 24R-00324
Filing date 2020-09-28
Reporting date 2020-06-30
File View File

Filings since 2020-04-10

Form type QUALIF
File number 024-10948
Filing date 2020-04-10
File View File

Filings since 2020-04-08

Form type CORRESP
Filing date 2020-04-08
File View File

Filings since 2020-04-07

Form type UPLOAD
Filing date 2020-04-07
File View File

Filings since 2020-04-07

Form type 1-A POS
File number 024-10948
Filing date 2020-04-07
File View File

Filings since 2020-03-30

Form type 1-A POS
File number 024-10948
Filing date 2020-03-30
File View File

Filings since 2020-03-19

Form type UPLOAD
Filing date 2020-03-19
File View File

Filings since 2020-03-12

Form type CORRESP
Filing date 2020-03-12
File View File

Filings since 2020-03-12

Form type 1-A POS
File number 024-10948
Filing date 2020-03-12
File View File

Filings since 2020-02-26

Form type UPLOAD
Filing date 2020-02-26
File View File

Filings since 2020-02-13

Form type 1-A POS
File number 024-10948
Filing date 2020-02-13
File View File

Filings since 2019-08-30

Form type QUALIF
File number 024-10948
Filing date 2019-08-30
File View File

Filings since 2019-08-28

Form type CORRESP
Filing date 2019-08-28
File View File

Filings since 2019-08-12

Form type 1-A/A
File number 024-10948
Filing date 2019-08-12
File View File

Filings since 2019-06-19

Form type UPLOAD
Filing date 2019-06-19
File View File

Filings since 2019-06-03

Form type 1-A/A
File number 024-10948
Filing date 2019-06-03
File View File

Filings since 2019-03-14

Form type UPLOAD
Filing date 2019-03-14
File View File

Filings since 2019-02-14

Form type 1-A
File number 024-10948
Filing date 2019-02-14
File View File

Agent

Name Role Address
Daniel L Wise Agent 701 E FRONT AVE, FL 2, COEUR D'ALENE, ID 83814

Manager

Name Role Address Appointed On
Secured Investment Corp. Manager 701 E FRONT AVE, COEUR D ALENE, ID 83814 2020-12-02

Filing

Filing Name Filing Number Filing date
Annual Report 0005922017 2024-10-03
Annual Report 0005482386 2023-11-16
Annual Report 0004933775 2022-10-03
Annual Report 0004435256 2021-10-04
Annual Report 0004082240 2020-12-02
Annual Report 0003636516 2019-10-02
Initial Filing 0003353122 2018-11-26

Date of last update: 30 Dec 2024

Sources: Idaho Secretary of State